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Large & Mid Cap · Sundaram Mutual Fund · AMFI code 105000Sundaram Large and Mid Cap Fund
Disclosed for 24 months, Sep 2018 to Sep 2026.
Portfolio value
₹6,740 Cr
up ₹359 Cr vs Mar 2025
- Stocks held
- 67
- down 5 vs Mar 2025
- Top 10 weight
- 29.2%
- of the portfolio in its ten largest
- Cash & debt
- 1.3%
- cash, money market and debt
- Moves this month
- 13 in · 18 out
Sundaram Large and Mid Cap Fund is an active equity fund in the Large & Mid Cap category from Sundaram Mutual Fund. In September 2025 it disclosed 67 stocks worth ₹6,740 Cr, up ₹359 Cr from Mar 2025. Its largest positions were HDFC Bank Limited (5.4%), Reliance Industries Limited (4.1%), ICICI Bank Limited (3.6%); the ten largest together made up 29.2% of the portfolio, and Banks was the biggest sector at 19.6% of its equity. Cash and debt stood at 1.3%. Compared with Mar 2025 the fund entered 13 new stocks and exited 18.
Against 33 other Large & Mid Cap funds
Concentration
42%
Top-10 weight is higher than 42% of peers
Breadth
39%
Holds more stocks than 39% of peers
Cash
15%
Holds more cash than 15% of peers
What these mean: concentration · cash
Holdings in September 2025
Download CSVEvery line the fund disclosed, with the change against Mar 2025. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| HDFC Bank Limited | 5.36% | down 0.20 pts | ₹361 Cr | up ₹6.7 Cr | Added |
| Reliance Industries Limited | 4.07% | down 0.01 pts | ₹274 Cr | up ₹14 Cr | Added |
| ICICI Bank Limited | 3.60% | down 1.10 pts | ₹243 Cr | down ₹57.4 Cr | Trimmed |
| State Bank of India | 3.07% | up 0.29 pts | ₹207 Cr | up ₹29.8 Cr | Added |
| Bharti Airtel Limited | 2.51% | up 0.06 pts | ₹169 Cr | up ₹13 Cr | Added |
| Amber Enterprises India Limited | 2.28% | up 0.33 pts | ₹154 Cr | up ₹29.3 Cr | Added |
| UNO Minda Limited | 2.20% | up 0.52 pts | ₹148 Cr | up ₹41.3 Cr | Added |
| Kotak Mahindra Bank Limited | 2.07% | down 0.24 pts | ₹139 Cr | down ₹8.2 Cr | Trimmed |
| Infosys Limited | 2.05% | down 0.41 pts | ₹138 Cr | down ₹18.7 Cr | Trimmed |
| Axis Bank Limited | 2.01% | up 0.12 pts | ₹136 Cr | up ₹14.6 Cr | Added |
| Larsen & Toubro Limited | 1.90% | down 0.29 pts | ₹128 Cr | down ₹11.6 Cr | Trimmed |
| Alkem Laboratories Limited | 1.87% | down 0.04 pts | ₹126 Cr | up ₹4 Cr | Added |
| Fortis Healthcare Limited | 1.87% | up 0.50 pts | ₹126 Cr | up ₹38.8 Cr | Added |
| Cummins India Limited | 1.86% | up 0.93 pts | ₹126 Cr | up ₹66.1 Cr | Added |
| Sundaram Liquid Fund - Direct Growth Fund units | 1.86% | up 1.86 pts | ₹125 Cr | up ₹125 Cr | New |
| Jindal Steel & Power Limited | 1.76% | up 1.76 pts | ₹119 Cr | up ₹119 Cr | New |
| Jubilant Foodworks Limited | 1.76% | up <0.01 pts | ₹119 Cr | up ₹6.6 Cr | Added |
| Marico Limited | 1.76% | up 0.13 pts | ₹119 Cr | up ₹14.3 Cr | Added |
| UltraTech Cement Limited | 1.68% | up 0.05 pts | ₹113 Cr | up ₹9.5 Cr | Added |
| Mahindra & Mahindra Financial Services Limited | 1.63% | up 0.28 pts | ₹110 Cr | up ₹23.8 Cr | Added |
| Bajaj Finance Limited | 1.63% | up 0.28 pts | ₹110 Cr | up ₹23.8 Cr | Added |
| Bank of Baroda | 1.57% | up 0.10 pts | ₹106 Cr | up ₹12.3 Cr | Added |
| Prestige Estates Projects Limited | 1.55% | up 0.61 pts | ₹104 Cr | up ₹44.2 Cr | Added |
| JK Cement Limited | 1.54% | up 0.46 pts | ₹104 Cr | up ₹34.9 Cr | Added |
| Mahindra & Mahindra Limited | 1.53% | up 1.53 pts | ₹103 Cr | up ₹103 Cr | New |
| Hindustan Petroleum Corporation Limited | 1.51% | up 0.24 pts | ₹102 Cr | up ₹20.9 Cr | Added |
| Bharti Hexacom Limited | 1.42% | up 0.27 pts | ₹95.4 Cr | up ₹22.2 Cr | Added |
| Hindustan Aeronautics Limited | 1.41% | up 0.49 pts | ₹94.9 Cr | up ₹36.4 Cr | Added |
| Polycab India Limited | 1.35% | up 0.38 pts | ₹91.1 Cr | up ₹29.3 Cr | Added |
| Mankind Pharma Limited | 1.34% | up 0.58 pts | ₹90.1 Cr | up ₹41.6 Cr | Added |
| United Breweries Limited | 1.34% | down 0.20 pts | ₹90 Cr | down ₹7.9 Cr | Trimmed |
| Multi Commodity Exchange of India Limited | 1.33% | up 0.33 pts | ₹89.7 Cr | up ₹25.9 Cr | Added |
| Dr. Lal Path Labs Limited | 1.32% | up 0.31 pts | ₹88.9 Cr | up ₹24.4 Cr | Added |
| FSN E-Commerce Ventures Limited | 1.31% | up 1.31 pts | ₹88.4 Cr | up ₹88.4 Cr | New |
| Grasim Industries Limited | 1.31% | up 0.39 pts | ₹88.2 Cr | up ₹29.5 Cr | Added |
| Cash, TREPS & receivables | 1.30% | down 1.77 pts | ₹87.6 Cr | down ₹108 Cr | Trimmed |
| Lupin Limited | 1.28% | down 0.36 pts | ₹86 Cr | down ₹18.3 Cr | Trimmed |
| The Federal Bank Limited | 1.27% | up 0.18 pts | ₹85.7 Cr | up ₹16.3 Cr | Added |
| Affle (India) Limited | 1.24% | up 0.20 pts | ₹83.8 Cr | up ₹17.2 Cr | Added |
| Max Financial Services Limited | 1.22% | up 0.32 pts | ₹82.2 Cr | up ₹24.6 Cr | Added |
| Eternal Limited | 1.21% | up 0.23 pts | ₹81.4 Cr | up ₹18.8 Cr | Added |
| PI Industries Limited | 1.17% | down 0.01 pts | ₹79.1 Cr | up ₹3.6 Cr | Added |
| Bharat Petroleum Corporation Limited | 1.11% | up 0.13 pts | ₹74.7 Cr | up ₹12.1 Cr | Added |
| Coromandel International Limited | 1.10% | up 1.10 pts | ₹74.2 Cr | up ₹74.2 Cr | New |
| Adani Ports and Special Economic Zone Limited | 1.04% | up 1.04 pts | ₹70.2 Cr | up ₹70.2 Cr | New |
| The Phoenix Mills Limited | 1.04% | up 0.27 pts | ₹70 Cr | up ₹20.7 Cr | Added |
| Persistent Systems Limited | 1.04% | down 0.26 pts | ₹69.9 Cr | down ₹12.8 Cr | Trimmed |
| Schaeffler India Limited | 1.03% | up 0.16 pts | ₹69.4 Cr | up ₹13.7 Cr | Added |
| Cholamandalam Investment and Finance Company Limited | 1.02% | up <0.01 pts | ₹68.5 Cr | up ₹3.9 Cr | Added |
| Max Healthcare Institute Limited | 0.99% | down 0.11 pts | ₹66.9 Cr | down ₹3.3 Cr | Trimmed |
What changed, Mar 2025 to Sep 2025
New New positions (13)
- Jindal Steel & Power Limited1.8% · ₹119 Cr
- Mahindra & Mahindra Limited1.5% · ₹103 Cr
- FSN E-Commerce Ventures Limited1.3% · ₹88.4 Cr
- Coromandel International Limited1.1% · ₹74.2 Cr
- Adani Ports and Special Economic Zone Limited1.0% · ₹70.2 Cr
- Motilal Oswal Financial Services Limited0.8% · ₹57.2 Cr
- Devyani International Limited0.7% · ₹48.7 Cr
- Procter & Gamble Hygiene and Health Care Limited0.7% · ₹48.4 Cr
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
Compared with
Since Mar 2025, the weight rose most in Ferrous Metals (+1.8 pts) and Personal Products (+1.3 pts), and fell most in Electrical Equipment (−3.3 pts) and IT - Software (−3.2 pts).
- Ferrous Metals0.0% → 1.8%new+1.8 pts
- Personal Products0.3% → 1.6%+1.3 pts
- Industrial Products3.6% → 4.9%+1.3 pts
- Capital Markets1.1% → 2.2%+1.2 pts
- Fertilizers & Agrochemicals1.2% → 2.3%+1.1 pts
- Transport Infrastructure0.9% → 1.9%+1.0 pts
- Electrical Equipment3.3% → 0.0%exited−3.3 pts
- IT - Software7.0% → 3.8%−3.2 pts
- Beverages2.8% → 1.4%−1.4 pts
- Consumer Durables4.3% → 2.9%−1.4 pts
- Banks20.9% → 19.6%−1.4 pts
- Diversified FMCG1.0% → 0.0%exited−1.0 pts
A sector’s weight changes when the fund buys or sells, and also when its shares rise or fall in price, so a change is not by itself a sign of buying or selling.
Main sectors’ weights over time
| Sector | Sep 2022 | Sep 2024 | Mar 2025 | Mar 2025 | Mar 2025 | Sep 2025 |
|---|---|---|---|---|---|---|
| Banks | 19.6% | 15.8% | 20.9% | 20.9% | 20.9% | 19.6% |
| Petroleum Products | 4.3% | 5.5% | 6.7% | 6.7% | 6.7% | 6.9% |
| Pharmaceuticals & Biotechnology | 3.9% | 6.5% | 6.3% | 6.3% | 6.3% | 6.3% |
| Auto Components | 7.3% | 7.3% | 4.6% | 4.6% | 4.6% | 4.9% |
| Industrial Products | 5.4% | 4.5% | 3.6% | 3.6% | 3.6% | 4.9% |
| Telecom - Services | 1.7% | 3.4% | 3.8% | 3.8% | 3.8% | 4.7% |
| Cement & Cement Products | 2.0% | 1.7% | 4.5% | 4.5% | 4.5% | 4.7% |
| Finance | 8.5% | 2.9% | 3.9% | 3.9% | 3.9% | 4.4% |
| Healthcare Services | 1.0% | 3.1% | 3.7% | 3.7% | 3.7% | 4.3% |
| IT - Software | 6.9% | 6.9% | 7.0% | 7.0% | 7.0% | 3.8% |
Allocation in Sep 2025change vs Mar 2025
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal. More on reading cash.
Cash & debt, Sep 2025
1.3%
▼ 1.8 pts vs Mar 2025
- Cash alone
- 1.3%
- cash and net receivables
- A year earlier
- 1.0%
- Sep 2024 · now ▲ 0.3 pts
- Last 12 months
- 1.3% – 3.1%
- lowest to highest · record 7.2% in Mar 2020
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.